Fund management

• A fund's record and its child funds

  Open a fund to see its details, its rules, payments, ledger, donor reports, donors and their grant recommendations, history and the funds below it, and generate a payment batch from it.

• Add or edit a fund

  Create a fund or change one, with its amount, tags, donor anonymity, parent fund, distribution settings and your own custom fields.

• Allocating applications to funds

  Allocate an application to one or more funds for a year, use its matching funds, suggest allocations for a grant, and plan a fund's year on its annual sheet.

• Checklist - Funds

  What to check before your organisation allocates and distributes from its funds in Backed.

• Co-funders on grants and rounds

  Pledge a co-funder from your register to a round, give it a share of an application, and read the funded total without counting its money as yours.

• Co-funding with another organisation

  Share a co-funded grant with another Backed organisation under a signed data-sharing agreement, record your own share as the partner, and end the agreement when the work is done.

• Fund settings and custom fields

  Set up your own fund fields, choose which appear as columns on the fund list, put them in order and remove the ones you no longer need.

• Funds in payments

  See each fund's balances and unpaid total, then find the payments made from a fund by fund and status.

• Import fund amounts and valuations

  Update fund amounts or record market values from a CSV file, such as one exported by your investment manager, and check every row before anything changes.

• Run a distribution cycle

  Distribute every fund whose next distribution date has come in one step, see what the cycle would do before you confirm it, and look back at the cycles already run.

• Sources of funds

  Record the upstream agreements and funds your grants are paid from, attribute each approved application across them, and read the totals per round and program.

• The fund list

  See every fund your organisation manages, with what each has to distribute, has paid and has left, totalled per currency.

• What a donor sees in the donor portal

  An invited donor signs in to see their own fund's balances, ledger, distributions and published reports, recommend grants from it and follow each recommendation's outcome.